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Latest New Perspectives, Inc Stock Portfolio

New Perspectives, Inc Performance:
2025 Q4: 1.97%YTD: 13.53%2024: 6.46%
Performance for 2025 Q4 is 1.97%, and YTD is 13.53%, and 2024 is 6.46%.

About New Perspectives, Inc and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, New Perspectives, Inc reported an equity portfolio of $288.4 Millions as of 31 Dec, 2025.

The top stock holdings of New Perspectives, Inc are , BIL, IBCE. The fund has invested 24.6% of it's portfolio in NORTHERN LTS FD TR II and 20.4% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), ELI LILLY & CO (LLY) and SHERWIN WILLIAMS CO (SHW). New Perspectives, Inc opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD ADMIRAL FDS INC (IVOG) and AMERICAN ELEC PWR CO INC (AEP). The fund showed a lot of confidence in some stocks as they added substantially to NORTHERN LTS FD TR II, DIREXION SHS ETF TR (DRN) and INVESCO EXCH TRADED FD TR II (BAB).

New Perspectives, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that New Perspectives, Inc made a return of 1.97% in the last quarter. In trailing 12 months, it's portfolio return was 13.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds318,254
vanguard admiral fds inc284,476
american elec pwr co inc259,448
New stocks bought by New Perspectives, Inc

Additions

Ticker% Inc.
northern lts fd tr ii388
direxion shs etf tr50.00
invesco exch traded fd tr ii18.99
vanguard specialized funds2.6
ishares tr2.53
ishares tr2.2
spdr series trust2.11
wisdomtree tr1.12
Additions to existing portfolio by New Perspectives, Inc

Reductions

Ticker% Reduced
vanguard world fd-10.9
eli lilly & co-7.57
sherwin williams co-6.94
wisdomtree tr-6.15
invesco qqq tr-2.27
vanguard index fds-0.92
vanguard index fds-0.77
New Perspectives, Inc reduced stake in above stock

Sold off

Ticker$ Sold
oracle corp-281,240
New Perspectives, Inc got rid off the above stocks

Sector Distribution

New Perspectives, Inc has about 96.5% of it's holdings in Others sector.

Sector%
Others96.5
Technology1.6

Market Cap. Distribution

New Perspectives, Inc has about 3.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.5
MEGA-CAP2.2
LARGE-CAP1.1

Stocks belong to which Index?

About 3.3% of the stocks held by New Perspectives, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.7
S&P 5003.3
Top 5 Winners (%)%
LLY
eli lilly & co
39.3 %
AMGN
amgen inc
16.0 %
GLDM
world gold tr
11.6 %
CB
chubb limited
10.6 %
VAW
vanguard world fd
10.3 %
Top 5 Winners ($)$
GLDM
world gold tr
1.4 M
BIL
spdr series trust
1.4 M
IBCE
ishares tr
0.7 M
QQQ
invesco qqq tr
0.6 M
LLY
eli lilly & co
0.3 M
Top 5 Losers (%)%
ADSK
autodesk inc
-6.8 %
MSFT
microsoft corp
-6.6 %
SHW
sherwin williams co
-6.2 %
LNT
alliant energy corp
-3.6 %
UNP
union pac corp
-2.1 %
Top 5 Losers ($)$
SHW
sherwin williams co
-0.1 M
MSFT
microsoft corp
-0.1 M
VB
vanguard index fds
0.0 M
ADSK
autodesk inc
0.0 M
LNT
alliant energy corp
0.0 M

New Perspectives, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of New Perspectives, Inc

New Perspectives, Inc has 42 stocks in it's portfolio. About 92.6% of the portfolio is in top 10 stocks. SHW proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for New Perspectives, Inc last quarter.

Last Reported on: 28 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions